Aa Financial Advisors, LLC Schwab Strategic Tr Us Dividen Transaction History
Aa Financial Advisors, LLC
- $375 Billion
- Q4 2024
A detailed history of Aa Financial Advisors, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Aa Financial Advisors, LLC holds 16,964 shares of SCHD stock, worth $467,867. This represents 0.12% of its overall portfolio holdings.
Number of Shares
16,964
Previous 5,614
202.17%
Holding current value
$467,867
Previous $475 Million
2.34%
% of portfolio
0.12%
Previous 0.14%
Shares
5 transactions
Others Institutions Holding SCHD
# of Institutions
1,952Shares Held
848MCall Options Held
4.82MPut Options Held
2.73M-
Bank Of America Corp Charlotte, NC49.6MShares$1.37 Billion0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$1 Billion0.42% of portfolio
-
Morgan Stanley New York, NY28.5MShares$785 Million0.06% of portfolio
-
Sumitomo Life Insurance CO26.8MShares$740 Million13.87% of portfolio
-
Avantax Advisory Services, Inc.26MShares$717 Million4.56% of portfolio